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So often (because PC is so exceptionally picky) doing a Bank Reconciliation takes a bit of juggling to get it all balanced and reconciled. It would be extremely helpful if there was a way to add notes to both the reconciliation in general and/or to detail lines to explain why adjustments were needed and/or how they were accomplished.
Bob Arnett
| Company | Whitson Inc. |
| Job Title / Role | CFO/Data Manager |
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I agree. This is especially true when you have payroll checks dated the first of the month and have to pay fica taxes on the last day of the previous month. So obviously, it would be nice to be able to make a notation that this occurred. Or it could just be a case of you post something to the wrong period and don't catch it until you reconcile your bank statement. You could have a note what happened and what you did to correct it in the bank reconciliation memo/note field..